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  #5  
Old 02-03-2008, 07:12 PM
Chris Cowles
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Default Re: Export transaction into a new money file

"Luc" <Luc[at]discussions.microsoft.com> wrote in message
news:5F2C06A3-33D6-48B2-8D13-D259708C729A[at]microsoft.com...

- quote -

> Any idea where we can post request to Microsoft money team more
> directly?



There is a link on the support pages somewhere for that specific
purpose. I don't know where it is. Others will probably reply with
that info.
--
Chris Cowles
Gainesville, FL


  #4  
Old 02-03-2008, 03:09 PM
Luc
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Default Re: Export transaction into a new money file



With the rumor of the merge with yahoo i guess that we will have to wait, on
top of that the new realese of Vista and the replacement is on it's way. So
ressource will be rare.

My guess is Money will have to wait a little bit.


Any idea where we can post request to Microsoft money team more directly?
  #3  
Old 02-03-2008, 02:41 PM
Chris Cowles
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Default Re: Export transaction into a new money file

"Luc" <Luc[at]discussions.microsoft.com> wrote in message
news:9D7F4B38-23F0-49B2-9E5C-BBD817808652[at]microsoft.com...

- quote -

> If suggestion could be made to microsoft it would be nice. Knowing
> that many
> peoples have work to find a workaround.


Suggestions can always be made. Whether or not they'll happen is a
different issue.
--
Chris Cowles
Gainesville, FL


  #2  
Old 02-03-2008, 12:45 PM
Luc
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Default Re: Export transaction into a new money file

Thanks' Cris

I believe it is the closest thing i could have. I will take a look at the
convertors.


Cal editing the "QIF manually is good but too much work.

Money is a database, it should be straigt forward when it come time to
manipulate data.


If suggestion could be made to microsoft it would be nice. Knowing that many
peoples have work to find a workaround.

Thanks' again

"Chris Cowles" wrote:

- quote -

> "Luc" <Luc[at]discussions.microsoft.com> wrote in message
> news:00BBD828-166B-4E71-B335-8BCBD21AB54F[at]microsoft.com...
> > Example i have a category that have related transaction that i need
> > to
> > transfert into a new Money file

> Money can export accounts to QIF format but does not segregate the
> export per category.
> There is third party software available that exports from Excel to
> QIF. Create a Transactions by Category report and use the Export to
> Microsoft Excel link in the left panel. From Excel, use one of the
> utilities referenced at http://umpmfaq.info/faqdb.php?cat=3#Q8.
> I don't know if the category transactions report includes all the
> fields you need to import into another file, but you can play around
> with different reports. Most expense reports allow you to filter by
> category.
> --
> Chris Cowles
> Gainesville, FL

  #1  
Old 02-02-2008, 04:50 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Export transaction into a new money file

"Luc" <Luc[at]discussions.microsoft.com> wrote in message
news:00BBD828-166B-4E71-B335-8BCBD21AB54F[at]microsoft.com...

- quote -

> Example i have a category that have related transaction that i need
> to
> transfert into a new Money file



Money can export accounts to QIF format but does not segregate the
export per category.

There is third party software available that exports from Excel to
QIF. Create a Transactions by Category report and use the Export to
Microsoft Excel link in the left panel. From Excel, use one of the
utilities referenced at http://umpmfaq.info/faqdb.php?cat=3#Q8.

I don't know if the category transactions report includes all the
fields you need to import into another file, but you can play around
with different reports. Most expense reports allow you to filter by
category.
--
Chris Cowles
Gainesville, FL


 
Old 02-02-2008, 03:58 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Export transaction into a new money file

In microsoft.public.money, Luc wrote:

- quote -

> Hi All
> Anyone have a workflow to export transaction from one money file to another.
> I have a specific set of transaction that i need to transfert. using my OFX
> will inclue only one month and it will bring to much information.
> Example i have a category that have related transaction that i need to
> transfert into a new Money file


I am not sure if this will do what you want, but I suspect it will.
File-> Export a loose QIF file from the first file, and File-> Import
as a new or recovered account into the second. If you don't want the
whole contents of the first account, edit the QIF file with a text
editor before Import to remove records you do not want included.

Keep an extra copy/backup of the receiving file in case you want to
undo something. Especially if you are editing, expect to want to do
something over.

  #-1  
Old 02-02-2008, 03:51 PM
Luc
Guest
 
Posts: n/a
Default Export transaction into a new money file

Hi All

Anyone have a workflow to export transaction from one money file to another.

I have a specific set of transaction that i need to transfert. using my OFX
will inclue only one month and it will bring to much information.

Example i have a category that have related transaction that i need to
transfert into a new Money file
 

Tags
export, file, money, transaction
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